Read the compliance dashboard
Submission rate, pending and failed counts, and what to act on first.
An Owner can change which roles have this in Account Access.
Tax Compliance, under Insights, shows how your organization’s e-invoices are doing at a glance — submission counts, validation rate, and what needs attention first.
Why it works this way
Section titled “Why it works this way”Everything on this page is built from your own organization’s e-invoice submissions — nothing here compares you to other organizations. It’s a summary view over the same submissions you can open individually from a donation record; the point is to surface the handful that need a decision without opening every donation to find them.
The terms
Section titled “The terms”Validation Rate — the percentage of your submissions that have reached Valid. A dip here usually means a batch of donations share the same missing field.
Pending Actions — one count rolling up several things at once: drafts sitting unsubmitted for more than 24 hours, submissions stuck at Pending for more than 48 hours, sync failures, and completed donations with no e-invoice at all yet.
Top Rejection Reasons — the raw rejection text LHDN or BizCARE returned, grouped by how often it occurs. This is the raw message, not always one of the codes DonorCARE explains — see Fix a failed e-invoice for the ones it does.
What this means in practice
Section titled “What this means in practice”Do
- Treat Pending Actions as your checklist — it’s a count pointing at real rows, not an alarm in itself. Open the donations behind it.
- Watch Monthly Trends over time rather than judging a single month’s rate in isolation.
Don’t
- Read Rejections (This Month) as your all-time failure count — it resets each month, and a donation you’ve since fixed and resubmitted no longer counts against it.
- Assume every row in Top Rejection Reasons has a documented fix — some are raw LHDN text DonorCARE hasn’t mapped to a plain-language explanation yet.
Worked example
Section titled “Worked example”Your organization has 40 submissions this month: 34 Valid, 4 Pending, 2 Draft. Validation Rate shows 85.0% (34 of 40). Three of those drafts have been sitting for more than a day and one submission failed to sync — Pending Actions shows 4, telling you exactly how many donations are worth opening today.